GK

Graney & King Portfolio holdings

AUM $171M
1-Year Est. Return 12.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$766K
3
+$392K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$373K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$325K

Top Sells

1
+$13.1M
2
+$1.37M
3
+$186K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$145K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$132K

Sector Composition

1 Technology 2.99%
2 Financials 1.38%
3 Industrials 1.28%
4 Communication Services 1.25%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.19K ﹤0.01%
112
277
$3.17K ﹤0.01%
106
278
$3.12K ﹤0.01%
40
279
$3.08K ﹤0.01%
40
+2
280
$2.98K ﹤0.01%
23
281
$2.96K ﹤0.01%
+24
282
$2.9K ﹤0.01%
54
283
$2.81K ﹤0.01%
35
284
$2.81K ﹤0.01%
100
285
$2.69K ﹤0.01%
66
+14
286
$2.55K ﹤0.01%
30
287
$2.43K ﹤0.01%
750
288
$2.42K ﹤0.01%
100
289
$2.34K ﹤0.01%
71
+1
290
$2.33K ﹤0.01%
89
+1
291
$2.3K ﹤0.01%
86
+1
292
$2.3K ﹤0.01%
94
+1
293
$2.29K ﹤0.01%
19
294
$2.28K ﹤0.01%
97
295
$2.1K ﹤0.01%
4
296
$2.01K ﹤0.01%
48
297
$2.01K ﹤0.01%
29
298
$1.93K ﹤0.01%
76
299
$1.9K ﹤0.01%
30
300
$1.9K ﹤0.01%
47
10 11
12
13 14